Unclaimed
Yuen han Lee is a financial advisor with Eagle Strategies LLC, which has offices in Fremont, CA and New York, NY. Yuen han is currently registered in California as an Investment Advisor Representative. Yuen han has been in the industry since April 21, 2016, and holds licenses for Series 6, Series 7, Series 63, and Series 66. Yuen han specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
08/21/2023 - Present
Eagle Strategies LLC (FREMONT CA)
BOTH
Issued 8/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/4/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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